Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management at Kotak Mahindra Bank Ltd
Kotak Mahindra Bank Ltd · Ahmedabad, India · Onsite
- Professional
- Office in Ahmedabad
We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households. This role involves acquiring new clients, deepening existing relationships, and offering comprehensive banking solutions across liabilities, commercial assets, and third-party products. The ideal candidate will be self-motivated, energetic, and passionate about delivering personalized banking experiences.
Responsibilities
Develop and expand relationships with High Net Worth households for liabilities and commercial assets
Ensure high levels of customer service and adherence to bank policies
Cross-sell a wide range of banking products and services to deepen client engagement
Educate clients about new products and enhancements to strengthen relationships
Plan and execute targeted sales initiatives and client engagement events
Collaborate with group companies to offer integrated financial solutions
Maintain detailed records of client interactions and relationship history
Monitor and resolve customer complaints and queries within defined turnaround times (TAT)
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